Czarina Frias is a registered investment advisor at Dunham, based in San Diego, CA, with 7 years of industry experience. Czarina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Retirement Planning. Their firm serves 12,032 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dunham offers investment management through separately managed accounts (SMAs). The fees for SMAs range from 0.25% to 1.00% of the assets managed. These fees are negotiable and may vary based on client circumstances, investment strategies, and account size. Dunham may pay a portion of this fee to Dunham Trust Company for custody and portfolio accounting services.
Location
6256 Greenwich Drive, Suite 550, San Diego, CA, 92122
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Previous Registrations
Dunham & Associates Investment Counsel, INC.
Dunham & Associates Investment Counsel, INC.Broker
Pruco Securities, LLC.Broker
State Registrations1 state
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